Author: Peggy Schael | Salesforce Trainer | WeLearnSalesforce
Let’s have a word! Shall we?! While there is indeed some urgency creeping up around learning Salesforce Flow, let me tell you that Workflow Rules and Process Builder are NOT going away over night.
Yes, Salesforce are in the process of deprecating both, leaving you with the Flow Builder. BUT!!! This ain’t happen over night. You’ve still got time to learn all about Flow Builder. And please know that Flow Builder is not rocket science. You will be able to learn Salesforce Flow, no matter what your background is, techy or not techy. Everyone can learn this. And I will tell you how! 👏🏻
In this article, we’ll talk about:
- By when you need to learn Salesforce Flow
- What will happen to existing Workflow Rules and Process Builders
- What you need to know before you touch the Flow Builder
- How to learn Salesforce Flow either as a Newbie or as an Experienced Salesforce Administrator
- Supportive tools you need to know as an Admin
By When Do You Need To Learn Salesforce Flow?
First, let’s look at a rough (estimated!!) timeline of what Salesforce are planning. This was published during the recent Release Readiness session. Please ALWAYS refer to the Release Notes on the latest updates on these timelines:
Spring’22 – ‘Migrate to Flow’ tool released to migrate Workflow Rules (WFR) to Flow
Summer’22 – ‘Migrate to Flow’ tool supports even more WFR configurations
Winter’23 (Current)– Remove capability to create new WFR -> existing WFR can still be edited, activated, deactivated
Spring’24 – ‘Migrate to Flow’ tool to support Process Builders too
Summer’24 – Remove capability to create new Process Builders (PB) -> existing PB can still be edited, activated, deactivated
End of Support for WFR & PB some time in 2024-2025
As you can see, you should get started learning Flow around NOW. 🤓 But that’s no reason to freak out. You’re not alone on this journey! I’m here to support you, in fact the entire Trailblazer Community is here to help you skill up. 💪🏻
What Will Happen To Existing Workflow Rules and Process Builders?
As mentioned above, existing WFR and PB are going to be around for another while. Even though Salesforce provides a ‘Migration to Flow’ tool, not every organization will be able to migrate all their WFR and PB right away. It does involve a fair amount of testing to ensure the desired automations still run as intended after migration.
What does this mean for you as the Admin? This means, that WFR and PB can still be edited, activated and deactivated. Therefore, you still need to know how WFR and PB work.
🌶️ By the way: If you are not much familiar with either WFR or PB, you can still learn about both tools. Even now that Salesforce have removed the Create New capability from Workflow Rules, you can still create and learn Workflow Rules in your Trailhead Playgrounds or other Developer Orgs (for another while at least). Phew, Salesforce is not evil after all.
Before You Learn Salesforce Flow
Ask yourself how well you know the Salesforce platform yet? Are you brand new to Salesforce or do you already have a good amount of experience with the Salesforce Setup as an Admin or as an Admin-to-be?
👉 IF YOU ARE BRAND NEW! Please don’t jump into any Salesforce Flow course just like that. You MUST understand the fundamental elements of the Salesforce platform in order to make sense of what you are looking at when building a Flow.
There are many Salesforce Flow courses out there, but without the fundamental knowledge, you are going to get lost. Trust me! I’ve been there too and pulled my hair out. But going back to the basics and taking it step-by-step just made all the difference.
👉 IF YOU ARE ALREADY EXPERIENCED with the Salesforce Setup, then you may of course jump into learning Flow right away.
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What Tools Are Provided To You By Salesforce
Migrate to Flow
Salesforce have introduced a migration tool, simply called ‘Migrate to Flow‘. It helps you easily turn your existing Workflow Rules and Process Builders into Flows, like a magic wand. 🪄 The tool currently only supports Workflow Rules but will add Process Builders as they go.
This migration tool supports most types of Workflow Rules. And for those that are not supported, you can refer to the comparison table to understand how to re-create a Workflow with the corresponding elements in Flow Builder:
Equivalent Features in Flows and Workflow Rules
Where are you in your Salesforce Flow learning journey? Leave me a comment, I’d truly love to know. 👏🏻
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